LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$334K 0.02%
3,835
+327
677
$333K 0.02%
4,875
+686
678
$331K 0.02%
5,892
-179
679
$331K 0.02%
5,785
+304
680
$328K 0.02%
1,952
+23
681
$326K 0.02%
1,210
-92
682
$324K 0.02%
5,565
+1,025
683
$323K 0.02%
21,400
684
$323K 0.02%
+1,381
685
$322K 0.02%
20,000
686
$321K 0.02%
11,502
+180
687
$320K 0.02%
3,755
+11
688
$319K 0.02%
1,331
+55
689
$318K 0.02%
1,450
690
$317K 0.02%
20,000
691
$316K 0.02%
641
+12
692
$314K 0.02%
+18,604
693
$312K 0.02%
474
+63
694
$311K 0.02%
2,409
+263
695
$311K 0.02%
3,970
-142
696
$309K 0.02%
5,935
697
$309K 0.02%
14,556
698
$308K 0.02%
14,699
+670
699
$308K 0.02%
2,876
+23
700
$305K 0.02%
7,770
26 27
28
29 30